Civic Intelligence

Milton H Erickson Foundation Inc.

990 • Fiscal year 2017 • EIN 95-3560037

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 14, 2017

Organization ProfileWWW.ERICKSON-FOUNDATION.ORG

View Organization Page

2632 E Thomas Road Suite 200Phoenix, AZ 85016-8220

(602) 956-6196

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$30,432

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

14th percentile

-7.7%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-1.0%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$4,956,771

Down $412,262 (-7.7%) from 2016

Net Assets

Down

$4,941,361

Down $414,389 (-7.7%) from 2016

Liabilities

Up

$15,410

Up $2,127 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin13th percentile

Revenue

Down

$830,936

Down $8,260 (-1.0%) from 2016

Expenses

Down

$1,013,710

Down $22,034 (-2.1%) from 2016

Net Income

Up

-$182,774

Up $13,774 (+7.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,195,294Liabilities 2010: $36,618Net Assets 2010: $5,158,6762010Assets 2011: $5,046,480Liabilities 2011: $28,961Net Assets 2011: $5,017,5192011Assets 2012: $4,906,809Liabilities 2012: $36,601Net Assets 2012: $4,870,2082012Assets 2013: $5,235,011Liabilities 2013: $8,508Net Assets 2013: $5,226,5032013Assets 2014: $5,692,711Liabilities 2014: $8,762Net Assets 2014: $5,683,9492014Assets 2015: $5,565,521Liabilities 2015: $13,225Net Assets 2015: $5,552,2962015Assets 2016: $5,369,033Liabilities 2016: $13,283Net Assets 2016: $5,355,7502016Assets 2017: $4,956,771Liabilities 2017: $15,410Net Assets 2017: $4,941,3612017Assets 2018: $6,836,038Liabilities 2018: $13,521Net Assets 2018: $6,822,5172018Assets 2019: $6,597,973Liabilities 2019: $12,488Net Assets 2019: $6,585,4852019Assets 2020: $8,863,310Liabilities 2020: $12,934Net Assets 2020: $8,850,3762020Assets 2021: $10,312,620Liabilities 2021: $414,871Net Assets 2021: $9,897,7492021Assets 2022: $10,654,904Liabilities 2022: $181,601Net Assets 2022: $10,473,3032022Assets 2023: $10,577,280Liabilities 2023: $190,841Net Assets 2023: $10,386,4392023Assets 2024: $11,371,183Liabilities 2024: $118,593Net Assets 2024: $11,252,5902024Assets 2025: $10,002,391Liabilities 2025: $102,298Net Assets 2025: $9,900,0932025

Highlighted filing

2017

Assets$4,956,771
Liabilities$15,410
Net Assets$4,941,361
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,242,1442010Revenue 2011: $892,407Expenses 2011: $1,033,565Net Income 2011: -$141,1582011Revenue 2012: $859,018Expenses 2012: $1,006,329Net Income 2012: -$147,3112012Revenue 2013: $1,571,114Expenses 2013: $1,214,819Net Income 2013: $356,2952013Revenue 2014: $2,365,646Expenses 2014: $1,908,200Net Income 2014: $457,4462014Revenue 2015: $801,213Expenses 2015: $949,734Net Income 2015: -$148,5212015Revenue 2016: $839,196Expenses 2016: $1,035,744Net Income 2016: -$196,5482016Revenue 2017: $830,936Expenses 2017: $1,013,710Net Income 2017: -$182,7742017Revenue 2018: $3,258,440Expenses 2018: $2,649,147Net Income 2018: $609,2932018Revenue 2019: $1,118,746Expenses 2019: $1,437,921Net Income 2019: -$319,1752019Revenue 2020: $3,781,108Expenses 2020: $1,244,367Net Income 2020: $2,536,7412020Revenue 2021: $1,826,142Expenses 2021: $994,131Net Income 2021: $832,0112021Revenue 2022: $1,537,870Expenses 2022: $1,169,905Net Income 2022: $367,9652022Revenue 2023: $862,871Expenses 2023: $1,041,417Net Income 2023: -$178,5462023Revenue 2024: $1,211,219Expenses 2024: $1,027,509Net Income 2024: $183,7102024Revenue 2025: $1,411,576Expenses 2025: $1,117,729Net Income 2025: $293,8472025

Highlighted filing

2017

Revenue$830,936
Expenses$1,013,710
Net Income-$182,774
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$926,154
Mission and Program Overview

Mission

The organization is dedicated to promoting and advancing the contributions made to the health sciences by the late milton h. Erickson, m.d., through training mental health and health professionals world-wide through seminars and maintaining an archive.

The organization is dedicated to promoting and advancing the contributions made to the health sciences by the late milton h. Erickson, m.d., through training mental health professionals and health professionals world wide through seminars and maintaining an archive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,180,914$3,240,535▲ $59,621
Land, Buildings, and Equipment, Net$1,714,180$1,619,715▼ $94,465
Savings and Temporary Cash Investments$396,002$52,935▼ $343,067
Cash and Non-Interest-Bearing Accounts$44,547$10,196▼ $34,351
Prepaid Expenses and Deferred Charges$4,349$4,349→ $0
Total Assets$5,369,033$4,956,771▼ $412,262
Other Assets Total$29,041$29,041→ $0
Liabilities
Accounts Payable and Accrued Expenses$13,283$15,410▲ $2,127
Total Liabilities$13,283$15,410▲ $2,127
Net Assets / Fund Balance
Unrestricted Net Assets$5,355,750$4,941,361▼ $414,389
Total Net Assets Fund Balance$5,355,750$4,941,361▼ $414,389
Total Liabilities and Net Assets / Fund Balance$5,369,033$4,956,771▼ $412,262

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$838,580$552,306$1,390,886
Leasehold Improvements$315,359$240,120$555,479
Land$358,840-$358,840
Other Land Buildings$104,684-$104,684
Equipment$2,252$72,020$74,272
Other Assets Org$29,041--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeffrey K ZeigPresidentPT$30,432$30,432

Board Members and Trustees

NameTitle
Roxanna EricksonVice President
Bernard TrenkleDirector
Camillo LoriedoSecretary
J Charles TheisenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,805
Program Service Revenue
$579,035
Investment Income
$83,513
Other Revenue
$160,583
All Other Contributions
$7,805
Change in Net Assets
$-182,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$602,128
Salaries, Compensation, and Employee Benefits$411,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$239,796$59,949-$299,745
Conferences and Meetings$187,974--$187,974
Advertising$138,599--$138,599
Pension Plan Contributions$58,576$1,464-$60,040
Fees for Service Investment Mgmnt Fees$23,796$23,796-$47,592
Depreciation Depletion$34,926$9,982-$44,908
Occupancy$39,905--$39,905
Insurance$24,278$8,570-$32,848
Payroll Taxes$19,906$4,977-$24,883
Current Officers, Directors, Trustees, and Key Employees$24,580--$24,580
Office Expenses$12,019$5,000-$17,019
All Other Expenses$13,171--$13,171
Fees for Services Other$4,182$4,000-$8,182
Fees for Services Accounting$2,549$2,549-$5,098
Information Technology$3,284--$3,284
Other Employee Benefits-$2,334-$2,334
Royalties$1,991--$1,991
Other Expenses$1,920--$1,920
Total Functional Expenses$891,089$122,621$0$1,013,710
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Two board members are related.”

Form 990 governing body review Part VI line 11

“The financial statements are reviewed by the board on a regular basis.”

Conflict of interest policy compliance Part VI line 12C

“The conflict of interest policy is reviewed with the board on an annual basis. The board signs the acknowledement of this review and an agreement to abide by the policy.”

Governing documents etc available to public Part VI line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Milton H Erickson Foundation
EIN
95-3560037
Address
2632 E THOMAS ROAD SUITE 200, PHOENIX, AZ 85016-8220

Signing Officer

Name
Jeffrey K Zeig
Title
President
Phone
6029566196
Signed
2017-08-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Jeffrey K Zeig
Formed
1980
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
13
Volunteers
5

Preparer

Firm
Francis Company LLC
Address
3116 S Mill Ave Box 406, Tempe, AZ 85282
Preparer
Cecilia G Francis CPA CFE
Phone
6029972559
Supplemental Narrative

Additional Explanations

Unrelated business income explanation Part V line 3B

“All income derived by the organization is related to the activities of the mission of the organization.”

Cessation of or significant change to any program service Part III line 3

“NO CHANGE IN SERVICES.”

Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04349
IRS990/PrincipalOfficerNm0JEFFREY K ZEIG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SEMINARS & WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc1ARCHIVES & NEWSLETTERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0575014
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0575014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14021
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION IS RESPONSIBLE FOR CIRCULATING A NEWSLETTER WITH THE MOST RECENT LITERATURE IN THE ERICKSONIAN APPROACHES TO HYPNOTHERAPY. THIS ACTIVITY ALSO INCLUDES THE MAINTENANCE OF THE ARCHIVES OF THE MEMOIRS OF DR ERICKSON AND ALL SEMINARS PRODUCED BY THE ORGANIZATION.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02214
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt047898
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt099452
IRS990/PYOtherExpensesAmt0573976
IRS990/PYOtherRevenueAmt039949
IRS990/PYProgramServiceRevenueAmt0651897
IRS990/PYRevenuesLessExpensesAmt0-196548
IRS990/PYSalariesCompEmpBnftPaidAmt0461768
IRS990/PYTotalExpensesAmt01035744
IRS990/PYTotalRevenueAmt0839196
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-182774
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt076079
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0575014
IRS990/RoyaltiesGrp/ProgramServicesAmt01991
IRS990/RoyaltiesGrp/TotalAmt01991
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt043982
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt043982
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0396002
IRS990/SavingsAndTempCashInvstGrp/EOYAmt052935
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt029041
IRS990ScheduleD/BuildingsGrp/BookValueAmt0838580
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0552306
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01390886
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt02252
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072020
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074272
IRS990ScheduleD/LandGrp/BookValueAmt0358840
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0358840
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0315359
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0240120
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0555479
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt029041
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARCHIVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0104684
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0104684
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01619715
IRS990ScheduleD/TotalBookValueOtherAssetsAmt029041
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE RACIALLY NONDISCRIMINATORY POLICY IS AVAILABLE THROUGH THE ORGANIZATIONS PAMPHLETS, SEMINAR MATERIALS AND ALL INFORMATION THAT IS DISSEMINATED TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL INCOME DERIVED BY THE ORGANIZATION IS RELATED TO THE ACTIVITIES OF THE MISSION OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TWO BOARD MEMBERS ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS ARE REVIEWED BY THE BOARD ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD ON AN ANNUAL BASIS. THE BOARD SIGNS THE ACKNOWLEDEMENT OF THIS REVIEW AND AN AGREEMENT TO ABIDE BY THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE IN SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Unrelated business income explanation Part V line 3b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Cessation of or significant change to any program service Part III line 3
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05369033
IRS990/TotalAssetsEOYAmt04956771
IRS990/TotalAssetsGrp/BOYAmt05369033
IRS990/TotalAssetsGrp/EOYAmt04956771
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07805
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0122621
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0891089
IRS990/TotalFunctionalExpensesGrp/TotalAmt01013710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013283
IRS990/TotalLiabilitiesEOYAmt015410
IRS990/TotalLiabilitiesGrp/BOYAmt013283
IRS990/TotalLiabilitiesGrp/EOYAmt015410
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05355750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04941361
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0891089
IRS990/TotalProgramServiceRevenueAmt0579035
IRS990/TotalReportableCompFromOrgAmt030432
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0823131
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0830936
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05369033
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04956771
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05355750
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04941361
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ERICKSON-FOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY K ZEIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029566196
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON H ERICKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0953560037
ReturnHeader/Filer/USAddress/AddressLine1Txt02632 E THOMAS ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0850168220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DFAAF4D15703F280656CCE2E7567CA70D2180E1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFAAF4D15703F280656CCE2E7567CA70D2180E1C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08689212018047jjrk5kg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,956,771
Liabilities
$15,410
Net assets
$4,941,361
Revenue
$830,936
Expenses
$1,013,710
Net income
-$182,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.0$0.10$9.90$1.41$1.12$0.29
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.12$11.3$1.21$1.03$0.18
2023Detailed filing. Detailed filing data is available for this year.$10.6$0.19$10.4$0.86$1.04$0.18
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.18$10.5$1.54$1.17$0.37
2021Detailed filing. Detailed filing data is available for this year.$10.3$0.41$9.90$1.83$0.99$0.83
2020Detailed filing. Detailed filing data is available for this year.$8.86$0.01$8.85$3.78$1.24$2.54
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.01$6.59$1.12$1.44$0.32
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.01$6.82$3.26$2.65$0.61
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.02$4.94$0.83$1.01$0.18
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.01$5.36$0.84$1.04$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.57$0.01$5.55$0.80$0.95$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.01$5.68$2.37$1.91$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.01$5.23$1.57$1.21$0.36
2012Summary only. Only limited summary data is available for this year.$4.91$0.04$4.87$0.86$1.01$0.15
2011Summary only. Only limited summary data is available for this year.$5.05$0.03$5.02$0.89$1.03$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.04$5.16$2.24